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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,775 | $142,361-91.7% | $119,608-90.2% | $134,509-91.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -93.01% | -12.46%-80.5pp | -14.98%-78.0pp | 418.13%-511.1pp |
| Employer contribution / active EE | $3,550 | $5,224-32.0% | $4,232-16.1% | $4,741-25.1% |
| Participant deferral / active EE | $11,122 | $6,468+71.9% | $5,601+98.6% | $6,400+73.8% |
| Admin fee / account holder | $8 | $13,588-99.9% | $10,326-99.9% | $11,427-99.9% |